Professional Wealth Managementt

Home / Wealth Management

RSS

Wealth Management

Mariam Rassai, BNP Paribas Wealth Management

Bankers and engineers team up at BNP Paribas

Mariam Rassai has driven the digital transformation at French stalwart BNP Paribas Wealth Management and was determined to have clients involved from the outset

Azamat Sultanov, Fortu Wealth

Fintech on Friday: Is now the time to dive into crypto markets?

Crypto assets have gone mainstream, believes Azamat Sultanov, co-founder of Fortu Wealth, and with prices having dipped to pre-pandemic levels he believes now is the time to invest

Makar Paseniuk, ICU

ICU determined to keep Ukrainian economy on track

Ukraine’s investment industry is working hard to ensure the country’s economy does not collapse in the face of the Russian invasion, says ICU’s Makar Paseniuk

Pierre Ramadier, BNP Paribas Wealth Management

BNP Paribas Wealth Management bids for bigger slice of entrepreneurial pie

An integrated, 'one bank' approach is the best way to service high end clients, believes BNP Paribas' Pierre Ramadier

Jean Keller, Quaero Capital

Quaero believes small can be beautiful if firms deliver

Quaero CEO Jean Keller is seeking to build a boutique where original thinking is utilised to bring private capital and responsible investing together 

David Montgomery, M&G Wealth

M&G Wealth bets on brand to carve out a niche in UK market

M&G Wealth’s David Montgomery believes the stability associated with its name will allow the new enterprise to flourish

Steve Sokić

Private View Blog: Succession planning - learning from the Roy family

Heads of families should get their affairs in order if they are to avoid falling into the same trap as Logan Roy in the TV show Succession

Asian digital window

Asian wealth management clients desire both digital delivery and customer service

Although Asian high net worth individuals are seeking low-cost digital delivery from their wealth managers, customer service and human interaction also remain important

PWM 20 year cover

Looking back at 20 years of change in private banking

The past two decades have seen private banks move beyond the old secrecy-led approach end embrace asset management expertise  

Dina de Angelo, Pictet Wealth Management

Evolution of the private banker in the 21st century

Advising wealthy, multi-generational families, embracing their values and investment needs is now the domain of today’s skilled private banker 

Global Private Banking Awards 2022 Highlights

More than 120 banks from 50 countries around the world entered this year’s annual global private banking awards. 19 of those entrants have won more than one award. Of these, six institutions - including Citi Private Bank, BTG Pactual, Erste Private Banking, HSBC Private Banking, Northern Trust, Itaú Private Bank – gained the top position in three categories each. Video highlights from the 2022 Global Private Banking Awards.

Watch more videos

Global Private Banking Awards 2022

PWM Digital Edition (October/November 2022)

Wealth Tech Awards 2022

Join our community